Wilson Financial Services (WFS) is a boutique, technology driven financial services with a special focus on Indian capital markets. WFS offers bespoke financial advisory to institutional investors. WFS is founded by industry experts Anand Singh and Nilesh Choudhary who have spent over a decade helming leadership roles at a large financial conglomerate.The team at WFS is guided by a set of distinguished overseas advisors and domain experts across leading global financial conglomerates. From set-up advise (onshore & offshore) to flawless execution & clearing services, WFS endeavors to become the preferred partner for any investor looking to start or already investing in India.
About Us
WILSON FINANCIAL SERVICES PROVIDES SPECIALTY PRIME BROKERAGE, EXECUTION, STRUCTURED PRODUCTS, CUSTODY AND CLEARING SERVICES TO HEDGE FUNDS, BROKER-DEALERS, WEALTH MANAGERS, FAMILY OFFICES AND PROFESSIONAL TRADERS.
Our Mission
To alleviate the transactional journey of India focused capital by providing bespoke financial solutions delivered promptly by a team of specialists using technology & trustworthy compliance practices.
Why Us
Expertise at customizable solutions Tailor-made services by experts.
Bespoke services
WFS offers a gamut of products & services but customizes solutions and allows clients to cherry pick the ones best suited for their requirement.
Deep Domain experience and best practices
The team at WFS consists of a set of domain experts. While the co-founders of WFS held leadership roles for over a decade at a leading financial conglomerate, a large part of the core team has managed key positions in their previous roles.
Accessible Team
WFS is modelled as a boutique financial services enterprise that offers direct and easy access to the leadership and key members within its small yet highly specialized team.
Reputable partners and network
WFS offers the best to its clients and has therefore empaneled a host of reputed partners, legal experts, financial advisors & regulatory advisory agencies.
Quicker turnaround
The agile team of specialists at WFS is geared to deliver speedy execution and reduce response times.
The team
"Passionate capital market professionals with a collective experience of over 50 years"
Anand Singh
Co-Founder
Previously Head of Sales at Edelweiss Prime Brokerage, Anand was instrumental in building & scaling the business from scratch over a 10 year stint. Considered to be a thought leader in the securities services & the FPI space, Anand has been part of various panels & Anand has advised & serviced diverse set of clients including hedge funds, HFTs, long only & quant funds. He is also an advisor to a number of start ups & helps them in their overall strategy & business development.
Nilesh Choudhary
Co-Founder
Previously the Head of International Compliance (Asia & Africa) at Edelweiss, Nilesh was instrumental in building & scaling up the finance & operations teams, implementing financial systems & independently managing enterprise functions at various overseas offices of Edelweiss. A chartered accountant by profession, Nilesh comes with rich experience in international finance, compliance, asset management & business operations.
Sumeet Chhabria
Head Strategy
Sumeet brings a decade of experience at heading the strategy, investor relations, corporate communication & new initiatives for listed entities as well as a bunch of startups. An MBA from NMIMS, he has a penchant for equity analysis & more recently was associated with cross border investment transactions with global majors like CLSA.
Anand Mody
COO
Formerly the Chief Operating Officer(COO) at Edelweiss institutional equities, Anand played a pivotal role in setting up risk, electronic trading & business operations during his 11 years stint. Joining Edelweiss, as a trader, in 2005, Anand's passion for technology led him to play an important role in process automation across different verticals within the group.
Neha Malviya Kulkarni
Executive Director
Neha brings with her over a decade of experience and proficiency in Compliance, Legal, Operations, Due diligence and Anti Money Laundering related matters across verticals which include FPI, PMS, AIF, MF, Investment Advisors, Broking, DP, Research Analyst, Commodity, Housing Finance and NBFC. On the international advisory side, Neha has been instrumental in setting up offshore structures such as SPVs/CIS/PCC and close ended fund structures across global jurisdictions. She also manages advisory mandates concerning equity raising through NCD/CCD issuance. An MBA from MIT, Neha has previously worked with Edelweiss Group Compliance Team and Bombay Stock Exchange Ltd.
Vanita Salian Bangera
Sr. Manager
Vanita is a communications expert and leads our client on-boarding and process automation cells. She understands compliance from an implementation perspective and helps clients adhere to statutory and functional requirements.She is an expert at processes required by institutional clientele like FPI’s, FDI, PMS, AIF and insurance funds.
Pallavi Desai
Sr. Associate
Pallavi heads the marketing support function at Wilson and is an expert at communication & relationship management. Her unconventional approach has paved the way for new products and services. She is a graduate of the University of Exeter, UK
Products & Services
Offshore & Onshore Setup Advisory
Offering need-based & turn-key solutions to domestic & foreign investors on investment structures & regulatory framework.
Assist AIFs, PMS & stock brokers in setting up structures overseas, Investment holding companies, Trusts, JVs etc
Help Foreign investors set up pooling vehicles in various jurisdictions
Offer regulatory advice on setting up FPI license take turn-key mandates to set up the entire investment fund for them including structure advice, appointment of Administrators, Custodians, brokers & tax consultants.
Offer piece-meal advice on regulatory matters concerning FDI & PE Investments.
Investment Platform
Through our partner network we offer clients a platform to invest in global markets through a Mauritius domiciled, FSC regulated fund.
Creating a cost effective and simple business platform to maximize ease of investing
Focused on institutional investors, large family offices & HNIs looking for an equity/debt/derivative participation globally
Securities Brokerage
Setting up a world-class low latency trading Infrastructure with Direct capabilities, specifically focused on Foreign Institutional Investors (FPIs)
Membership with all exchanges (NSE/BSE/MSEI)
Derivatives Clearing Services
Offering a technology driven, cutting edge Derivative Clearing service across all products- Index, Single Stock & FX derivatives
Seamless access to all exchanges - NSE, BSE & MSEI
Testimonials
Steve Flynn
Director, Open Skies Management Services, Mauritius
I have known Anand for many years & he’s always surprised me with the quality of advice & service, specifically on matters concerning investments in India. I am sure Wilson would go a long way in building a very successful, client focused franchise.
Alok Tandon
CEO, Safron Pte Ltd
Nilesh is a very dedicated, hard working & a dynamic person. I have always known him to have a particular flair for identifying opportunities and achieving goals with highest professional standards.
Darryl Noik
COO, Capricorn Capital, London
They are a quality team of passionate, experienced hard working professionals who have embraced the ethos and culture in the establishment of Wilson and I have total confidence in their ability to deliver what they commit to.
Joss Craig
EREM, SA
We enjoyed working with Anand on various projects we have in India and we are extremely grateful for his commitment in helping us achieve our goals in the country. I am sure they will be exceedingly successful in the new venture and wish him all the best.
Contact us
Downloads
Client Registration Documents in Vernacular Languages
This document is a translated version of the client registration documents in English and is being provided in vernacular language to facilitate better understanding by the investors. In case of any ambiguity, the contents of the English version would prevail
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